Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 63,544 $2.62M 0.13% -2,634 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 62,892 $2.59M <0.01% +38,558 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 62,804 $2.59M 0.56% +9,054 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 62,583 $2.58M 0.3% -288 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 62,234 $2.57M 0.29% +3,772 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 62,029 $2.56M 1.4% -15,457 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 61,801 $2.55M 0.54% -9,670 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 60,638 $2.5M 0.19% +7,612 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 60,350 $2.49M 0.08% +6,818 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 59,819 $2.47M 1.71% +4,189 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 59,197 $2.44M 0.47% -1,748 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for Eaton-Cambridge Inc. 55,949 $2.31M 0.65% +1,300 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 54,872 $2.27M 1.02% -824 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 54,945 $2.27M 0.25% +3,634 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 53,756 $2.22M 0.89% -484 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 53,673 $2.21M 0.55% +5,981 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 53,265 $2.2M 0.45% -952 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 53,097 $2.19M 0.03% +4,541 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 52,567 $2.17M 1.12% +568 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 52,258 $2.16M 1.07% +972 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 52,072 $2.15M +8,651 Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 51,306 $2.12M 0.92% +550 13F-HR Timeline Kane Co Wealth Management, Inc. 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More: the full row for Heritage Investment Group, Inc. 45,982 $1.9M 0.25% +5,577 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 45,953 $1.9M 0.46% +10,913 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 44,791 $1.85M 1.26% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 44,565 $1.84M 0.01% +5,247 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 44,394 $1.83M 0.29% +12,815 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,387 $1.82M <0.01% +38,093 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 42,935 $1.77M 1.43% +4,595 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 42,694 $1.76M 0.66% +25,166 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 42,385 $1.75M 0.03% +3,836 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 42,332 $1.75M 0.31% -230 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 41,355 $1.71M 0.97% -86 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 40,403 $1.67M 1.06% +1,012 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 40,364 $1.67M 1.67% -25,071 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 40,093 $1.65M 0.65% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 39,722 $1.64M 0.47% +1,425 13F-HR Timeline Mraz, Amerine & Associates, Inc. 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Derek Lewis & Associates Inc. 38,840 $1.6M 0.3% -2,710 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 37,914 $1.56M 1.07% +5,610 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 37,395 $1.54M 0.07% -5,777 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 36,802 $1.52M 0.02% +1 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 36,315 $1.5M 0.09% +58 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 36,176 $1.49M 1.92% -1,681 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 36,149 $1.49M 0.11% +3,295 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 35,425 $1.46M 0.16% -609 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 35,419 $1.46M 0.01% -29,626 13F-HR Timeline Group Silver Grove Financial Group, Inc. 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More: the full row for BlackRock, Inc. 32,900 $1.36M <0.01% +18,552 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 32,545 $1.34M 0.22% -10,200 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 32,535 $1.34M 0.67% +692 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 32,528 $1.34M 0.42% -7,968 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 32,518 $1.34M 0.55% -655 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 32,113 $1.32M 0.01% -28,371 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 32,038 $1.32M <0.01% -39,077 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 31,902 $1.32M 0.13% -1,187 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 31,629 $1.3M 0.51% +372 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 31,522 $1.3M 0.22% -2,511 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 31,255 $1.29M 0.64% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 31,247 $1.29M 0.19% -23,206 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 30,927 $1.28M 1.1% +308 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 30,640 $1.26M 0.28% new 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 30,535 $1.26M 0.47% -307 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 29,630 $1.22M 0.06% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 29,604 $1.22M 0.1% +260 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 29,590 $1.22M 0.76% +266 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 29,583 $1.22M 0.42% +2,070 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 29,439 $1.21M 0.26% +13,620 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 29,435 $1.21M 0.39% -55 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 29,409 $1.21M 0.15% +369 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 29,271 $1.21M <0.01% -14 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 29,087 $1.2M 0.13% +11,897 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 28,912 $1.19M 0.55% -509 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 28,724 $1.18M 0.55% +292 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 28,625 $1.18M 0.58% -3,530 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 28,331 $1.17M 0.02% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 28,229 $1.16M 0.61% -690 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 27,747 $1.14M 0.28% +3,681 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,573 $1.14M <0.01% +18,478 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 27,500 $1.13M 0.36% +4,713 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 27,491 $1.13M 0.11% +159 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 27,442 $1.13M 0.04% +14,689 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 27,286 $1.13M 0.13% +235 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 27,108 $1.12M 0.06% +2,554 13F-HR Timeline Group Entelevest, LLC More: the full row for Entelevest, LLC 26,849 $1.11M 0.97% +2,615 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 26,238 $1.08M 0.1% +2,783 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 26,150 $1.08M 2.3% -76,770 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 25,797 $1.06M 0.13% +19,444 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25,454 $1.05M 0.29% -7 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 27,547 $1.05M 0.33% +281 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 25,223 $1.04M 0.21% -53 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 24,639 $1.02M +10,959 Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 24,620 $1.02M 0.71% -6,275 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 24,380 $1.01M 0.15% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 24,236 $1000K 0.67% -787 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 23,993 $997K 0.27% +2,977 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 24,098 $994K 0.14% -783 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 23,379 $964K 0.22% -73 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 23,319 $962K 0.2% +18 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 23,299 $961K 0.6% -2,749 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 23,170 $956K 0.38% -3,000 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 22,933 $946K 0.58% 0 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 22,396 $924K 0.72% +585 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 22,369 $923K 0.31% -2,760 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 22,310 $920K 0.38% +5,190 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 22,069 $910K 0.24% +42 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,550 $889K 0.3% +172 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 21,454 $885K 0.81% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 21,287 $878K 0.08% +1,871 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 20,740 $856K 0.33% +70 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 20,018 $846K 0.05% +8,678 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 20,490 $845K 0.17% -2,173 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 20,385 $841K 0.32% -119 13F-HR Timeline SWF LLC More: the full row for SWF LLC 20,358 $840K 0.06% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 20,346 $839K +3,619 Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 20,282 $837K 0.07% +1,438 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 20,172 $832K 0.28% -3,165 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 20,077 $828K 0.14% +4,321 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 19,952 $823K 0.36% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 19,810 $817K 0.04% +9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19,802 $817K 0.16% -80 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,725 $814K 0.1% -12,258 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 19,654 $811K 0.31% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19,429 $801K 0.08% -1,745 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,121 $789K 0.07% +36 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 18,888 $781K 0.37% +20 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,925 $780K 0.03% -26,010 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,668 $770K 0.05% +7,934 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 18,429 $760K 0.12% -472 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 18,177 $750K 0.3% -600 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 17,886 $740K 0.46% +2,633 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,926 $739K 0.02% +1,148 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 17,530 $723K 0.37% +8,097 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,322 $719K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 17,196 $709K 0.02% -3,169 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 17,067 $704K 0.22% +266 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 17,008 $702K 0.21% -539 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,995 $701K <0.01% -5,042 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 16,659 $687K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,642 $687K 0.09% +46 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,604 $685K 0.07% +2,252 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,499 $681K 0.02% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 16,438 $680K 0.18% -2,105 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,270 $671K 0.29% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 16,089 $664K 0.14% -150 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,070 $663K 0.42% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 16,042 $662K 0.04% +1,701 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 15,967 $659K 0.04% -2,309 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 15,921 $657K 0.28% -1,776 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 15,672 $646K 0.52% +5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,655 $646K <0.01% +1,098 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,599 $643K 0.15% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 15,562 $642K 0.3% -152 13F-HR Timeline CIBC WORLD MARKET INC. 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